Senior Client Manager - Silver Lake

Coastal; Everett (WA); On-site; USD 113,169 - 141,162; Full time

Benefits offered by this job

Medical Coverage

HSA Plan

Dental and Vision Insurance

Life Insurance

Disability Insurance

401(k) Matching

Paid Time Off

Job summary

Coastal in Everett, WA is seeking a Sr. Client Manager who will drive deposit growth among affluent clients and businesses through proactive outreach, relationship building, and community engagement.

You will own a portfolio, lead onboarding of new clients, collaborate with Banking Center Managers and product specialists, and represent Coastal at local chambers and events with a focus on new relationships and cross‑sell.

Qualifications

• 5+ years in banking, financial services, or relationship management.
• Proven ability to gather deposits and grow portfolios.
• Strong communication and consultative selling skills.
• Ability to travel between assigned branches.

Responsibilities

• Manage and grow a portfolio of affluent clients and businesses.
• Retain and deepen relationships via personalized service and solution‑oriented engagement.
• Champion a customer‑first culture focused on needs‑based solutions and long‑term value.
• Lead efforts to acquire new‑to‑bank relationships and drive deposit growth.
• Ensure effective onboarding and implementation of products and services for new clients.
• Serve as the primary resource for deposit strategies across assigned branches.
• Drive outbound prospecting, lead generation, and referral sourcing.
• Represent Coastal at chambers, business associations, and community events.

Skills

Deposit growth

Relationship management

Affluent clients

Prospecting

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Project management tools

Job description

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting‑edge Banking‑as‑a‑Service (BaaS) and fintech enablement strategies. We support individuals with their personal banking needs and empower businesses with modern banking technology that drives growth, flexibility, and innovation.

Overview

The Sr. Client Manager is a high‑impact individual contributor and key driver of deposit growth within a defined market. This role focuses on affluent consumers and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and community engagement.

Sr. Client Managers grow the portfolio through deposit gathering and onboarding new‑to‑bank customers, ensuring seamless product and service implementation in partnership with internal teams. They serve as trusted advisors, managing branch customer portfolios and collaborating with Bank Center Managers and internal partners to deliver a consistent client experience and meet market‑level growth goals.

Responsibilities

• Manage and grow a portfolio of affluent clients and businesses.
• Retain and deepen relationships via personalized service and solution‑oriented engagement.
• Champion a customer‑first culture focused on needs‑based solutions and long‑term value.
• Lead efforts to acquire new‑to‑bank relationships and drive deposit growth.
• Ensure effective onboarding and implementation of products and services for new clients.
• Serve as the primary resource for deposit strategies across assigned branches.
• Drive outbound prospecting, lead generation, and referral sourcing.
• Represent Coastal at chambers, business associations, and community events.
• Partner with internal lines of business, Senior Client Managers, and other internal partners to expand client relationships and generate cross‑functional referrals.
• Support pipeline management and contribute to market‑level growth strategies.
• Measured on acquisition of new‑to‑bank relationships, deposit growth, onboarding effectiveness, and portfolio expansion.
• Accountable for client retention, cross‑sell success, and revenue contribution.
• Work closely with Market Managers, Banking Center Managers, and product specialists.
• Partner with internal teams to resolve client issues and deliver value.
• Act as a liaison between clients and internal departments to ensure seamless service delivery.

Qualifications

• 5+ years in banking, financial services, or relationship management.
• Proven success in deposit gathering, business development, and portfolio growth.
• Strong understanding of deposit and lending products.
• Excellent communication, consultative selling, and client service skills.
• Proven ability to manage multiple projects and deadlines simultaneously.
• Ability to travel between assigned branches.

Education & Experience

• Bachelor’s degree or equivalent experience preferred.
• Proficiency in Microsoft Office Suite and project management tools.

Benefits

• Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
• Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
• Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out‑of‑pocket costs.
• Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
• Life Insurance: Company‑paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
• Long‑Term /Short‑Term Disability (LTD): Income protection in the event of a long‑term illness or injury.
• Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
• 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
• Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
• Holidays: Enjoy 11 paid holidays throughout the year.

Physical Demands

• Sit for extended periods of time.
• Stand for extended periods of time.
• Perform repetitive finger, hand, and arm movement.
• Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.
• View and read computer screens for extended periods.
• Occasionally stoop, kneel, crouch, or crawl.
• Occasionally lift or move up to 10 pounds.

Coastal is an equal‑opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws.

Compensation Range: $113,169 – $141,162